From Ted today regarding a question about the delayed aircraft for 2020 and 2021:
"As noted in our fleet plan, several of our 2020 and 2021 aircraft deliveries have been delayed by several months due to production issues at Airbus, tariff-related delays and additional engine supply issues with Pratt and Whitney. Our previous 2020 capacity and cost guidance incorporated estimates for the impact of these delays."
So im not so sure that simply stating "we get them from Alabama," protects us from outside factors mentioned above, because they clearly do not. Ted made is clear that Airbus production delays can have issues beyond 2021...
Here is a short article if you dont want to listen to the 1 hour conference call
https://www.reuters.com/article/us-s...-idUSKBN20027Z